Civic Intelligence

Wolnitzek Family Foundation

EIN 84-4050991 • Erlanger, KY

2652 Crescent Springs PikeErlanger, KY 41017
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-7.9%

Higher net margin than 28% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

40th percentile

-0.5%

Faster asset growth than 40% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$891,211

Down $4,188 (-0.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$891,211

Down $4,188 (-0.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin28th percentile

Revenue

Down

$52,870

Down $141,721 (-73%) from 2023

Expenses

Up

$57,058

Up $17,867 (+46%) from 2023

Net Income

Down

-$4,188

Down $159,588 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2019: $200,000Liabilities 2019: $1Net Assets 2019: $200,0002019Assets 2020: $407,768Liabilities 2020: $1Net Assets 2020: $407,7682020Assets 2021: $571,637Liabilities 2021: $1Net Assets 2021: $571,6372021Assets 2022: $739,999Liabilities 2022: $1Net Assets 2022: $739,9992022Assets 2023: $895,399Liabilities 2023: $1Net Assets 2023: $895,3992023Assets 2024: $891,211Liabilities 2024: $0Net Assets 2024: $891,2112024

Highlighted filing

2024

Assets$891,211
Liabilities$0
Net Assets$891,211
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $200,000Expenses 2019: $0Net Income 2019: $200,0002019Revenue 2020: $209,824Expenses 2020: $2,056Net Income 2020: $207,7682020Revenue 2021: $187,743Expenses 2021: $23,874Net Income 2021: $163,8692021Revenue 2022: $193,717Expenses 2022: $25,355Net Income 2022: $168,3622022Revenue 2023: $194,591Expenses 2023: $39,191Net Income 2023: $155,4002023Revenue 2024: $52,870Expenses 2024: $57,058Net Income 2024: -$4,1882024

Highlighted filing

2024

Revenue$52,870
Expenses$57,058
Net Income-$4,188
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$891,211
Liabilities
$0
Net assets
$891,211
Revenue
$52,870
Expenses
$57,058
Net income
-$4,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.53$0.57$0.04
2023Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$1.95$0.39$1.55
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.94$0.25$1.68
2021Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$1.88$0.24$1.64
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$2.10$0.02$2.08
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.00$0.00$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASEY WOLNITZEKPresident-$0--
CARLY WOLNITZEKSecretary-$0--
CONNOR WOLNITZEKTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSUPPORTING HEROSSUPPORTING MILITARY FAMILIES-LOUISVILLE, KY, US$15,000
Paid GrantCASA (KENTONCAMPBELL)SUPPORT ABUSED/NEGLECTED KIDS-COVINGTON, KY, US$8,000
Paid GrantACUEEDUCATION-COVINGTON, KY, US$5,000
Paid GrantNOTRE DAME ACADEMYTUITION ASSISTANCE-PARK HILLS, KY, US$4,133
Paid GrantHOLY CROSS HIGH SCHOOLTUITION ASSISTANCE-COVINGTON, KY, US$4,133
Paid GrantCOVINGTON CATHOLIC HIGH SCHOOLTUITION ASSISTANCE-PARK HILLS, KY, US$4,133
Paid GrantALZHEIMER'S ASSOCIATIONRESEARCH-CINCINNATI, OH, US$4,000
Paid GrantSQUARE ONE COMMUNITYSUPPORT OF PEOPLE IN EMERGENCIES-DUBOIS, PA, US$4,000
Paid GrantHOLY CROSS ELEMENTARYTEXTBOOKS & EDUCATION-LATONIA, KY, US$3,000
Filing and Contact Details

Filer

Filer Name
Wolnitzek Family Foundation
EIN
84-4050991
Phone
8593930300
Address
2652 CRESCENT SPRINGS PIKE, ERLANGER, KY 41017

Signing Officer

Name
Casey Wolnitzek
Title
President
Phone
8597390792
Signed
2025-11-12

Preparer

Firm
Jrl Financial LLC
Address
414 HIGHLAND AVE, FORT MITCHELL, KY 41017-2900
Preparer
Jody R Lange
Phone
8598036475
Raw XML Appendix309 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORTING MILITARY FAMILIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TUITION ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01125 MAISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11504 RUSSELL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2720 E PETE ROSE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33615 CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41699 HILTON DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511517 GRAFS CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61881 OLD 255 RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt73617 CHURCH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81600 DIXIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LATONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PARK HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DUBOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7COVINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PARK HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd041011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd141011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd341015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd441011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd540299
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd615801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd741015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd841011
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051399
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039655
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011623
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039655
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0721
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0721
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0721
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0721
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011623
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAX PREPARATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03996
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt242
TaxesSchedule/TaxesDetail/Amt0109
TaxesSchedule/TaxesDetail/Amt1162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0109
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1162
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CASEY WOLNITZEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08597390792
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLNITZEK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WOLN
ReturnHeader/Filer/EIN0844050991
ReturnHeader/Filer/PhoneNum08593930300
ReturnHeader/Filer/USAddress/AddressLine1Txt02652 CRESCENT SPRINGS PIKE
ReturnHeader/Filer/USAddress/CityNm0ERLANGER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822305282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JRL FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0414 HIGHLAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT MITCHELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410172900
ReturnHeader/PreparerPersonGrp/PhoneNum08598036475
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY R LANGE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T09:34:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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